DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Marcia Louise Bloemendaal
Certified Financial Planner
Feed of 09/14/2026
Also filed as Marcia Louise Bloemendall
At current firm
1 y
since Jul 23, 2025
In the industry
36 y
since Nov 27, 1989 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- D.A. Davidson & Co. independent RIA currentsince Jul 23, 2025 · Palm Desert, Ca
- Raymond James & Associates, Inc. national BDSep 1, 2009 to Jul 24, 2025 · Palm Desert, Ca
- Morgan Stanley wirehouseJun 1, 2009 to Sep 14, 2009 · Palm Desert, Ca
- Citigroup Global Markets Inc. BD affiliatedAug 1, 2000 to Jun 1, 2009 · Palm Desert, Ca
Moves
a registration end followed by a registration begin elsewhere
- Raymond James & Associates, Inc. to D.A. Davidson & Co.left Jul 24, 2025, registered Jul 23, 2025 (-1 days) · Affiliated broker-dealer or bank to independent RIA · moved with a team
- Morgan Stanley to Raymond James & Associates, Inc.left Sep 14, 2009, registered Sep 1, 2009 (-13 days) · Wirehouse to affiliated broker-dealer or bank
- Citigroup Global Markets Inc. to Morgan Stanleyleft Jun 1, 2009, registered Jun 1, 2009 (0 days) · corporate re-registration, not a move
Signals
- Marcia Louise Bloemendaal left Raymond James & Associates, Inc. for D.A. Davidson & Co. (registered 2025-07-23)Jul 24, 2025 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 36derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address